Civic Intelligence

David S Blount Ed Fnd - Tes Tr XXX-XX-XXXX

EIN 54-6111717 • Richmond, VA

9030 Stony Point Parkway Suite 300Richmond, VA 23235
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2025

Net Margin

94th percentile

76%

Higher net margin than 94% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

57th percentile

$33,047

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

84th percentile

22%

Faster asset growth than 84% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

313%

Faster revenue growth than 95% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,130,245

Up $573,275 (+22%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,130,245

Up $573,275 (+22%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin94th percentile

Revenue

Up

$751,068

Up $569,247 (+313%) from 2024

Expenses

Up

$176,912

Up $13,077 (+8.0%) from 2024

Net Income

Up

$574,156

Up $556,170 (+3092%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,398,904Liabilities 2012: $02012Assets 2013: $2,426,979Liabilities 2013: $02013Assets 2014: $2,575,409Liabilities 2014: $02014Assets 2015: $2,639,469Liabilities 2015: $02015Assets 2016: $2,497,371Liabilities 2016: $02016Assets 2020: $2,450,571Liabilities 2020: $02020Assets 2021: $2,588,004Liabilities 2021: $0Net Assets 2021: $2,588,0042021Assets 2022: $2,577,406Liabilities 2022: $0Net Assets 2022: $2,577,4062022Assets 2023: $2,538,375Liabilities 2023: $0Net Assets 2023: $2,538,3752023Assets 2024: $2,556,970Liabilities 2024: $0Net Assets 2024: $2,556,9702024Assets 2025: $3,130,245Liabilities 2025: $0Net Assets 2025: $3,130,2452025

Highlighted filing

2025

Assets$3,130,245
Liabilities$0
Net Assets$3,130,245
Open 2025 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $159,646Expenses 2012: $182,358Net Income 2012: -$22,7122012Revenue 2013: $197,337Expenses 2013: $170,034Net Income 2013: $27,3032013Revenue 2014: $250,405Expenses 2014: $101,925Net Income 2014: $148,4802014Revenue 2015: $228,974Expenses 2015: $163,253Net Income 2015: $65,7212015Revenue 2016: $41,646Expenses 2016: $183,112Net Income 2016: -$141,4662016Revenue 2020: $109,703Expenses 2020: $166,034Net Income 2020: -$56,3312020Revenue 2021: $305,496Expenses 2021: $171,417Net Income 2021: $134,0792021Revenue 2022: $175,080Expenses 2022: $185,749Net Income 2022: -$10,6692022Revenue 2023: $158,467Expenses 2023: $196,783Net Income 2023: -$38,3162023Revenue 2024: $181,821Expenses 2024: $163,835Net Income 2024: $17,9862024Revenue 2025: $751,068Expenses 2025: $176,912Net Income 2025: $574,1562025

Highlighted filing

2025

Revenue$751,068
Expenses$176,912
Net Income$574,156
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,130,245
Liabilities
$0
Net assets
$3,130,245
Revenue
$751,068
Expenses
$176,912
Net income
$574,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.75$0.18$0.57
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.56$0.18$0.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.16$0.20$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.18$0.19$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.31$0.17$0.13
2020Summary only. Only limited summary data is available for this year.$2.45$0.00$0.11$0.17$0.06
2016Summary only. Only limited summary data is available for this year.$2.50$0.00$0.04$0.18$0.14
2015Summary only. Only limited summary data is available for this year.$2.64$0.00$0.23$0.16$0.07
2014Summary only. Only limited summary data is available for this year.$2.58$0.00$0.25$0.10$0.15
2013Summary only. Only limited summary data is available for this year.$2.43$0.00$0.20$0.17$0.03
2012Summary only. Only limited summary data is available for this year.$2.40$0.00$0.16$0.18$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jun 26, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$33,047-$33,047
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHOLLINS UNIVERSITYSCHOLARSHIPSIROANOKE, VA, US$42,500
Paid GrantLONGWOOD UNIVERSITYSCHOLARSHIPSIFARMVILLE, VA, US$32,850
Paid GrantROANOKE COLLEGESCHOLARSHIPSISALEM, VA, US$27,500
Paid GrantEASTERN MENNONITE UNIVERSITYSCHOLARSHIPIHARRISONBURG, VA, US$26,500
Paid GrantRANDOLPH-MACON COLLEGESCHOLARSHIPSIAshland, VA, US$11,700
Filing and Contact Details

Filer

Filer Name
David S Blount Ed Fnd - Tes Tr Xxx-xx-xxxx
EIN
54-6111717
Phone
8042729044
Address
9030 STONY POINT PARKWAY SUITE 300, RICHMOND, VA 23235

Signing Officer

Name
Tcv Trust Wealth Management
Title
CFO
Phone
8042729044
Signed
2025-06-26

Preparer

Firm
Ernst & Young US Llp
Address
2100 EAST CARY STREET STE 201, RICHMOND, VA 23223
Preparer
Doak Arthur Pfaff
Phone
6142327288
Raw XML AppendixShowing 400 of 1,347 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CARLISLE COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25KNIGHT-SWIFT TRANSN HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32INGERSOLL-RAND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NOVARTIS AG SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ADVANCED MICRO DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39AMERICAN ELEC PWR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43BAKER HUGHES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46FORD MOTOR CO DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HCA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50AES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53BANK OF NEW YORK MELLON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WR BERKLEY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CDW CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58CADENCE DESIGN SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60DARLING INGREDIENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LPL FINANCIAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69VONTIER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70ARCH CAPITAL GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NXP SEMICONDUCTORS NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72BROADCOM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ECOLAB INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74EXELON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75META PLATFORM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77LOOMIS SAYLES GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MARTIN MARIETTA MATLS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MOLINA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NETFLIX INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82ORACLE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PALO ALTO NETWORKS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TARGA RES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86ACCENTURE PLC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89AUTOMOTIVE DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90BROWN CAPITAL MGMT INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93DIAGEO PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94FASTENAL CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95IRON MTN INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99PRICE T ROWE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101REALTY INC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102SELECT SECTOR SPDR TR MATLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103SELECT SECTOR SPDR TR COMM SVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104SELECT SECTOR SPDR TR UTILS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106THORNBURG INTL EQ FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107US BANCORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108VANGUARD INTL GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109VANGUARD ADMIRAL FDS S&P SMALL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110VANGUARD REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111VANGUARD INDX FD MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112VANGUARD INDX FD SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113WASTE MGMT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115ZOETIS INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0T. ROWE PRICE QM US SMALL-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EDGEWOOD GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANECK EMERGING MARKETS FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DIGITAL REALTY TRUST INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4EATON VANCE ATLANTA CAPITAL SM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5CROWN CASTLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES CORE DIVIDEND GROWTH E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DODGE & COX INCOME FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES RUSSELL MIDCAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD DIVIDEND APPRECIATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10BLACKROCK EVENT DRIVEN EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11FPA CRESCENT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12DFA US SMALL CAP PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13GOLDMAN SACHS GQG PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14INVESCO S&P 500 EQUAL WEIGHT E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15JOHCM INTERNATIONAL SELECT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16NEUBERGER BERMAN LONG SHORT FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17MUZINICH CREDIT OPPORTUNITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD INTERNATIONAL DIVIDEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ISHARES CORE S&P MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20PIMCO COMMODITY REALRETURN STR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21VANGUARD WHITEHALL FDS APPRECI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22VANGUARD SCOTTSDALE FDS RUSSEL
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt070268
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0680763
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0751068
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0751068
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0680763
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt033047
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt033047
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0141050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0141050
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt069825
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt070268
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0574156
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03096776
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0680763
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0714763
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02417
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02417
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0361
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0141050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt035825
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0176912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0750588
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0751068
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035825
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt035862
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22008-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52008-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-08-03

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